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Since my last article on Glacier Bancorp (NYSE:GBCI), the stock has achieved a total return of 37%, outperforming the S&P 500 by about 9%: more than a year has passed since then and the
Glacier Bancorp: Stagnant Dividend Growth
Summary
- Glacier Bancorp's strong exposure to CRE loans and stagnant dividend growth make it a hold, despite solid deposits and competitive advantage in deposit costs.
- Organic loan growth has significantly slowed, and the securities portfolio is being sidelined due to high unrealized losses.
- The potential Fed Funds Rate cut could boost loan demand, but the economic outlook remains uncertain and risky for GBCI.
- GBCI's dividend yield is low and lacks growth, making it less attractive compared to the S&P 500 over the past decade.
Hi there, welcome to my profile. My name is Eugenio Catone, I live in Italy and I am 26 years old. In 2023 I graduated in Business Administration and I am completing my studies. My interest in financial markets started about 5 years ago when I accidentally came across a video about trading. That was the spark that introduced me to a new world, but over time I realized that it was not my path: too many charts, lines, and not very concrete concepts for a pragmatic person like me. I needed something different and that I found in fundamental analysis. It is a totally different approach and one that evaluates the actual results achieved by a company rather than the candlesticks made by its price per share. That was the turning point for me and I have not stopped learning ever since. I mainly invest in stocks and ETFs; I prefer US companies but I often analyze European or Chinese companies as well. Being young, my investments always have a very long-term view; I often take a contrarian view. One of the sectors that interests me the most is banking, as I believe it is fundamental to understanding the health of an economy. I am also interested in Macroeconomics.Seeking Alpha is a way for me to express my opinion and meet new people. My articles are intended as pure entertainment and I hope you will find them interesting.
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